LWA
Ledgewood Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
301,151
+167
| +0.1% | +$3.26K | 3.7% | 8 |
|
|
2025
Q1 | $5.86M | Buy |
300,984
+4,827
| +2% | +$94K | 3.78% | 8 |
|
|
2024
Q4 | $5.75M | Buy |
296,157
+40,916
| +16% | +$795K | 3.71% | 8 |
|
|
2024
Q3 | $4.99M | Buy |
255,241
+61,107
| +31% | +$1.2M | 3.36% | 10 |
|
|
2024
Q2 | $3.72M | Buy |
194,134
+19,492
| +11% | +$374K | 3.21% | 13 |
|
|
2024
Q1 | $3.35M | Sell |
174,642
-1,930
| -1% | -$37.1K | 3.12% | 12 |
|
|
2023
Q4 | $3.41M | Buy |
+176,572
| New | +$3.41M | 3.15% | 12 |
|